Customized Estate Planning with a Complete Plan All Documents Included Expert Coaching Full Service Support
Create an estate plan designed to meet your unique needs. More than just documents, Gentreo supports you throughout life and helps you protect what matters most.
Is estate planning for me?
Make sure you don’t leave a giant mess behind for your loved ones. Estate planning doesn’t just happen after you die; it’s a lifelong process and Gentreo is with you every step of the way.
Over the age of 18?
Do you want first responders and medical professionals to follow your wishes about your medical treatment if you are incapacitated?
Do you want someone to be able to pay your bills and manage your finances if something happens to you?
Do you want to control how your assets are distributed upon your death, or let the courts decide?
You need an estate plan!
If something happens to you, are there medical treatments or procedures you would or would not want?
Do you want the courts to decide what happens to your assets after you pass away?
Do you want to leave an expensive, stressful, legal mess for your loved ones?
You need estate planning documents like a Health Care Proxy, Power of Attorney and a Will.
Do you have any assets (property, bank accounts, etc.) that you do not own jointly with your spouse?
Do you want to empower someone (your spouse or otherwise) to make medical and financial decisions for you if you cannot make them, yourself?
Do you want to leave specific gifts to beneficiaries, including loved ones and charities?
You need your own Will and other documents, although they may be similar to your spouse’s.
Have young kids?
Do you want to control who becomes the guardian for your minor child/children if something happens to you?
Do you want to create a financial plan for your kids, so that they are provided for even if you can’t be there?
Do you want to build a legacy that future generations can enjoy?
You need a Will
Want to help your parents??
If something happens to your mom or dad, are there medical treatments or procedures they would or would not want?
Do they want the courts to decide what happens to their assets after they pass away?
Do they want to leave an expensive, stressful, legal mess for their loved ones?
Your parents need estate planning documents like a Health Care Proxy, Power of Attorney and a Will.
If you have to leave your pet with a sitter or caregiver, how will they know your pet’s important information?
If you’re traveling and your pet needs emergency medical care and you can’t be reached, how will the vet get the authorization they need to treat your pet?
If you pass away before your pet and want to leave financial provision for their care, how can you protect your resources and ensure they are cared for as you would want?
You need to protect your pet with documents like a Pet Information Sheet, Pet Power of Attorney, and Pet Trust
Benefits of Estate Planning
Gentreo is the personalized, next-generation estate planning solution that brings together everything you need to create and manage your estate plan.
Peace of Mind
Protect Your Dependents
Protect Your Choices
Keep Your Plan
Prepare Your Family
Everything you need in one place, when you need it most. Control who has bank-encrypted, secure access to your information, documents, and choices.
Gentreo is a full-service digital estate planning solution and has been cited for excellence by U.S. News & World Report, AARP and Kiplinger.
Gentreo means "Three Generations" – we're here to help you protect your children, yourself, and your aging parents with estate planning.
Gentreo is a member of the Massachusetts Caregiver coalition. This innovative team of leading employers, advocates, and government partners are committed to recognizing, supporting, and building creative solutions that allow family caregivers to continue to thrive in the workplace while also caring for family at home.